Commodities Weekly Wrap Russian petroleum product exports to struggle The EU’s ban on imports of Russian petroleum products will come into force on Sunday, which could raise EU fuel prices and weigh on Russia’s product exports. However, we suspect Russia will offer... 3rd February 2023 · 6 mins read
Precious Metals Update South Africa’s platinum group metal supply to struggle The global supply of platinum group metals is likely to be increasingly strained by electricity shortages in South Africa. This poor supply outlook is a key reason why we forecast the prices of these... 3rd February 2023 · 4 mins read
Commodities Outlook The global recession isn’t done with commodities yet Tight financial conditions and China’s biggest COVID outbreak yet mean global economic growth will slow further in the first quarter of next year, dragging most commodity prices lower. The slowdown... 16th December 2022 · 2 mins read
Commodities Weekly Wrap We will know more about oil supply next week Commodity prices generally rose this week as Fed Chair Jerome Powell’s comments that smaller interest rate rises were likely led to a depreciation in the US dollar. Prices were also supported by news... 2nd December 2022 · 6 mins read
Commodities Weekly Wrap Downside pressure on commodity prices mounting There have been a few developments this week that have exacerbated downside risks to our current commodity price forecasts. First, new COVID-19 cases continued to surge to record highs in China... 25th November 2022 · 7 mins read
Commodities Weekly Wrap Natural gas and coal prices to stay higher for longer We’ve raised our near-term natural gas and coal price forecasts across the board this week to account for the recent slump in Russian natural gas exports to Europe, the likelihood that those exports... 26th August 2022 · 6 mins read
Commodities Weekly Wrap Natural gas price knows no bounds It was another week of soaring natural gas prices as LNG demand from Asia appears to have picked up and the energy crisis in Europe deepens by the day. Ultra-dry and hot weather across Europe is... 19th August 2022 · 6 mins read
